Personal Financial Planning
AAFCPAs Wealth Management provides high-touch, personal financial planning (PFP) and wealth management solutions for high-net-worth individuals and their families. Our services are designed for those who appreciate tax optimization, transparency, integrity, independence, and personalization.
We take your trust and this responsibility very seriously. Members of the AAFCPAs Wealth Management team are CERTIFIED FINANCIAL PLANNERs™ (CFPs®), Personal Financial Specialist (PFS), and Certified Public Accountants (CPAs), and deep tax expertise is applied to all financial plans and wealth management solutions. In addition, AAFCPAs Wealth Management chooses to be an independent, Registered Investment Advisory (RIA) firm.
Every financial planning situation is unique and requires a careful and comprehensive plan. We address a variety of complex financial planning needs that often arise when you accumulate wealth, such as: estate planning, asset protection, assisting you with the sale of your business, complicated tax situations, withdrawal strategies after accumulation, trusts, and intergenerational issues.
We begin every client relationship by working closely with you to identify and develop a personalized, goals-based financial plan designed to meet your short and long-term personal financial goals, with the most appropriate risk tolerance possible.